Broker Check

Our Team

Portrait

Joseph P. Mallee, III

Chief Executive Officer

 

Bio

Portrait

Robert K. Cawley

President
Co-Founder

Bio

Portrait

David A. Brackenbury

Sr. Vice President
Co-Founder

Bio

Portrait

Joel D. Gilley

Sr. Vice President
Executive Benefits

Bio

Portrait

Philip J. Mason

Vice President
Family Business Practice

Bio

Portrait

Jeffrey L. Slavich

Vice President
Investment Management

Bio

Portrait

Andrew P. Myers

Vice President
Franchise Solutions
Kingston Office

Bio

Portrait

John D. White

Vice President
Exit Strategies Specialist

Bio

Portrait

Ron F. Mead

Managing Director
Kingston Office

Bio

Portrait

Jason S. Goldstein

Director
Individual Planning Solutions
Horsham Office

Bio

Portrait

Jaden R. Volchoff

Director
Disability Income Insurance &
Business Overhead Expense
Kingston Office

Bio

Portrait

Mario E. Carannante

Financial Advisor

 

Bio

Portrait

John C. Dundorf

Financial Advisor
Charlotte Office

 

Bio

Portrait

Larry E. Moyer

Financial Advisor

 

Bio

Portrait

Ryan D. Oestreich

Financial Advisor

 

Bio

Portrait

Robert D. Touzeau

Special Needs Planner

 

Bio

Portrait

Edward J. Nyzio

Financial Services Professional
Kingston Office

Bio

Portrait

Kyle M. Dunn

Individual Planning Solutions
Horsham Office

Bio

Portrait

Jacob P. Gaglio

Managing Director New York Office

 

Bio

Portrait

Joseph M. Gaglio

Managing Director New York Office

 

Bio

Portrait

Denise M. Seibert

Executive Assistant

 

Bio

Joseph M. Ayers

Financial Services Representative

 

Bio